TA
DM
Tiedemann Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,129
| Closed | -$219K | – | 461 |
|
|
2018
Q4 | $219K | Sell |
12,129
-57,621
| -83% | -$1.04M | 0.01% | 388 |
|
|
2018
Q3 | $1.25M | Sell |
69,750
-11,100
| -14% | -$199K | 0.07% | 151 |
|
|
2018
Q2 | $1.1M | Buy |
80,850
+4,840
| +6% | +$65.8K | 0.07% | 153 |
|
|
2018
Q1 | $1.17M | Buy |
76,010
+7,940
| +12% | +$122K | 0.08% | 134 |
|
|
2017
Q4 | $2.07M | Buy |
68,070
+14,850
| +28% | +$452K | 0.16% | 79 |
|
|
2017
Q3 | $1.7M | Buy |
53,220
+1,090
| +2% | +$34.9K | 0.15% | 109 |
|
|
2017
Q2 | $1.5M | Sell |
52,130
-50,010
| -49% | -$1.44M | 0.11% | 151 |
|
|
2017
Q1 | $3.26M | Buy |
+102,140
| New | +$3.26M | 0.27% | 74 |
|